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Atmos Energy

567 hedge funds and large institutions have $11.5B invested in Atmos Energy in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 194 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

16% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 167

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 530567 (+37)

1% more capital invested

Capital invested by funds: $11.4B → $11.5B (+$147M)

0.22% less ownership

Funds ownership: 84.5%84.29% (-0.22%)

73% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $20.1M

Holders
567
Holders Change
+37
Holders Change %
+6.98%
% of All Funds
11.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
89
Increased
194
Reduced
167
Closed
42
Calls
$5.44M
Puts
$20.1M
Net Calls
-$14.7M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Scout Investments
Missouri
$37.2M -$30.3M -275,873 -45%
ACI
52
AMP Capital Investors
Australia
$35.9M +$1.71M +15,632 +5%
Franklin Resources
53
Franklin Resources
California
$35.6M -$6.53M -59,578 -16%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$35.4M +$29.6M +269,980 +582%
PPA
55
Parametric Portfolio Associates
Washington
$34.5M +$2.42M +22,106 +8%
BG
56
Bahl & Gaynor
Ohio
$33.5M -$956K -8,713 -3%
Victory Capital Management
57
Victory Capital Management
Texas
$32.8M -$3.44M -31,369 -10%
Citadel Advisors
58
Citadel Advisors
Florida
$32.5M -$80.9M -737,405 -72%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$32.4M -$1.06M -9,686 -3%
CRM
60
Cramer Rosenthal McGlynn
Connecticut
$31.4M -$3.5M -31,903 -10%
EIP
61
Energy Income Partners
Connecticut
$27.9M -$51K -465 -0.2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$27.5M -$1.47M -13,424 -5%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$26.4M -$845K -7,700 -3%
Barclays
64
Barclays
United Kingdom
$26.1M +$14.2M +129,661 +125%
CTA
65
Carillon Tower Advisers
Florida
$25.6M -$20.7M -188,550 -45%
EARNEST Partners
66
EARNEST Partners
Georgia
$25.5M +$5.02M +45,738 +25%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$25.3M +$541K +4,933 +2%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$25.2M -$424K -3,868 -2%
LM
69
Luminus Management
Texas
$24M -$32.3M -294,104 -58%
UBS Group
70
UBS Group
Switzerland
$23.6M +$11.7M +106,543 +102%
MAM
71
Martingale Asset Management
Massachusetts
$23.2M -$2.09M -19,050 -8%
AllianceBernstein
72
AllianceBernstein
Tennessee
$22.1M -$1.08M -9,883 -5%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$21.7M -$260K -2,371 -1%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$21.2M +$3.98M +36,278 +24%
AAMU
75
Amundi Asset Management US
Massachusetts
$20.7M -$9.97M -90,911 -33%

ATO Hedge Fund Activity: Q4 2019 in Review

567 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q4 2019, worth a combined $11.5B — up 1.3% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ATO positions and 42 closed out — a net gain of 47 holders — while 194 added to existing stakes and 167 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Citadel Advisors, cutting an estimated $80.9M.

  • 567 institutional investors held Atmos Energy (ATO) as of Q4 2019, up from 530 in Q3 2019.
  • Funds reported $11.5B of Atmos Energy stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 89 funds opened new Atmos Energy positions in Q4 2019 and 42 closed out, a net change of +47 holders.
  • The largest Atmos Energy buyer in Q4 2019 was BlackRock, an estimated $112M added.
  • The largest Atmos Energy seller in Q4 2019 was Citadel Advisors, an estimated $80.9M sold.

Based on aggregated 13F filings for Q4 2019.